How do you search deals by customer/contact name?

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Colaborador Iniciante

How do you search deals by details other than deal name? If I want to search by customer name as this would be the most logical means of searching for most companies that have various orders... customers call up to enquire about their order, they give their name, they often don't know an order number, or even exact name of a product.

 

Surely there is a way of doing this?

4 Respostas 4
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Líder Inovador da Comunidade | Parceiro Diamante

Hi @love-rugs

 

You can't search deals by anything other than name currently. 

 

What you can do is apply a filter that looks for the 'associated company is equal to...'

 

Also, if you navigate to the company record, you can easily see all the associated deals that way. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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Colaborador Ocasional

I am dumbfounded this is not a feature...

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Colaborador Ocasional
I did what Phil mentions above, but since this is the search I use more than any other search and HubSpots filters require a few steps to setup each time save the filter and make it one of your favorites. Then it only takes 2 extra click. Still annoying, but less annoying.
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Colaborador Iniciante

This seems such an obvious and necessary feature. Is it ever likely to be available? Not just customer and contact but also by any other field/cell content.

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